How to Integrate Zoom with Joan

To begin, log in to your MyJoan account at my.getjoan.com using your Admin or Office Manager credentials.

Once logged in:

• Go to the Settings section in the left-hand menu.
• Click on Integrations.
• Select Zoom from the list.

• Toggle the Zoom Integration switch to ON.

1. Go to the Zoom App Marketplace and log in with your Zoom administrator account.
2. Click Develop (usually top-right) -> Build App.
3. Find the Server-to-Server OAuth app type and click Create.
4. Give the app a descriptive name (e.g., "Joan Meeting Integration") and click Create.
5. Go to the Scopes tab.
6. Click + Add Scopes.
7. Search for and add the following two scopes:

• meeting:write:meeting:admin (Allows creating meetings)
• user:read:user:admin (Needed to assign meetings to the correct user)

8. Click Done or ensure they are added.
9. Finally, ensure to activate the app.

Once the toggle is enabled, you’ll be prompted to enter the following three fields, which you can find in your app credentials:

1. Account ID
2. Client ID
3. Client Secret

• After entering the required information, click the Save button at the bottom of the page.

Once saved, the Zoom integration will be successfully activated for your Joan account.

If you encounter any issues during setup, feel free to contact our support team — we’re here to help!